We Know Nonprofits

At Snodgrass, our deep-rooted history of assisting community banks parallels our support for not-for-profit organizations. We understand the value they deliver to their membership and the communities they serve. Our firm takes a personalized, strategic approach to assisting a variety of nonprofits, including trade associations, membership organizations, social service organizations, social clubs, foundations, and charities.

We offer strategic guidance to assist our nonprofit clients maintain financial stability and accountability to a variety of stakeholders, including boards of directors/trustees, membership, donors, grantors, regulatory authorities, and the public. For nonprofit clients that require both audit and tax services, our firm brings an integrated approach by involving both our audit and tax teams in the preparation, review, and delivery of the exempt organization’s tax return. The services we provide to nonprofits include:

  • Financial statement audits, reviews, and compilations
  • Tax preparation, planning and consultation
  • Agreed-upon procedures
  • Employee benefit plan audit and Form 5500 preparation
  • Implementation of new accounting pronouncements
  • Internal controls evaluation
  • Policy and procedure development
  • Financial budgeting and reporting assessment
  • Strategic planning
  • Information technology – cybersecurity, risk, and compliance
  • General advisory services
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